Naviant Partners Year-End Reflection
A Moment of Reflection

How did we serve you this year?

Your perspective is the most valuable guide we have. Five brief questions help your advisor prepare for the year ahead. Your responses will only be shared with your advisor and the Naviant service team.

We use your email only to connect your responses to your file with your advisor.

Naviant PartnersApproximately two minutes
Naviant Partners

One

How would you rate the following over the past year?

Two

How likely are you to recommend us to a friend or colleague?

Not likelyExtremely likely
Three

What services would you like to learn more about?

Four

Do you anticipate any significant changes over the next several years?

Five

What are two things going well, and two things we could improve?

Going well
1
2
Could improve
1
2
With gratitude

Thank you.

We are grateful for your trust and your time. Your advisor will review your responses before your next conversation, and we will share what we heard and what we plan to improve in the new year.

Naviant Partners
Your responses will only be shared with your advisor and the Naviant service team.For anything time-sensitive, please contact your advisor directly.